Filed: 7/16/2026ACC: 0001276918-26-000007
📋 What this filing means
ZEVENBERGEN CAPITAL INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $4.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
109
Positions
$4.38B
Total AUM (reported)
24.19M
Total Shares
Allocation by class
COM$4.38B100.0%
Portfolio Concentration
Top 3$825.08M18.8%
4–10$1.12B25.5%
11–25$1.35B30.8%
Rest$1.09B24.8%
Top 3 weight
18.8%
Top 10 weight
44.3%
Voting Authority Distribution
Total shares with voting rights: 24.19M
Sole
Full voting authority
21.38M
shares
% of voting shares88.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.82M
shares
% of voting shares11.6%
Investment Discretion (by position count)
Sole99
Shared0
Other10
Dominant voting typeSole · 88.4% of voting shares
Institutional Holdings109
Rows:
NVIDIA Corporation
SOLEShares1.81M
TypeSH
Market value$361.34M
8.25%
Sole
1.63M
Shared
0.00
None
180.15K
Advanced Micro Devices, Inc.
SOLEShares411.58K
TypeSH
Market value$239.09M
5.46%
Sole
349.87K
Shared
0.00
None
61.72K
Tesla, Inc.
SOLEShares534.12K
TypeSH
Market value$224.65M
5.13%
Sole
456.28K
Shared
0.00
None
77.84K
Micron Technology, Inc.
SOLEShares173.97K
TypeSH
Market value$200.81M
4.59%
Sole
173.97K
Shared
0.00
None
0.00
Alphabet Inc. Class C
SOLEShares546.60K
TypeSH
Market value$193.13M
4.41%
Sole
546.60K
Shared
0.00
None
0.00
Axon Enterprise, Inc.
SOLEShares302.15K
TypeSH
Market value$169.39M
3.87%
Sole
253.57K
Shared
0.00
None
48.58K
Amazon.com, Inc.
SOLEShares618.33K
TypeSH
Market value$147.37M
3.37%
Sole
529.20K
Shared
0.00
None
89.14K
Apple Inc.
SOLEShares504.17K
TypeSH
Market value$145.89M
3.33%
Sole
501.89K
Shared
0.00
None
2.28K
Shopify Inc.
SOLEShares1.18M
TypeSH
Market value$135.17M
3.09%
Sole
1M
Shared
0.00
None
180.41K
Meta Platforms, Inc.
SOLEShares220.42K
TypeSH
Market value$124.16M
2.84%
Sole
200.79K
Shared
0.00
None
19.64K
Broadcom Inc.
SOLEShares319.15K
TypeSH
Market value$120.56M
2.75%
Sole
319.15K
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares312.39K
TypeSH
Market value$116.53M
2.66%
Sole
311K
Shared
0.00
None
1.40K
MercadoLibre, Inc.
SOLEShares67.37K
TypeSH
Market value$114.35M
2.61%
Sole
55K
Shared
0.00
None
12.37K
Monolithic Power Systems, Inc.
SOLEShares78.60K
TypeSH
Market value$108.66M
2.48%
Sole
67.77K
Shared
0.00
None
10.83K
Credo Technology Group Holding
SOLEShares399.31K
TypeSH
Market value$108.59M
2.48%
Sole
331.61K
Shared
0.00
None
67.69K
CrowdStrike Holdings, Inc.
SOLEShares139.10K
TypeSH
Market value$106.16M
2.42%
Sole
120.53K
Shared
0.00
None
18.57K
Rocket Lab Corporation
SOLEShares1.01M
TypeSH
Market value$102.16M
2.33%
Sole
803.77K
Shared
0.00
None
201.24K
Vertiv Holdings Co.
SOLEShares279.99K
TypeSH
Market value$93.75M
2.14%
Sole
227.11K
Shared
0.00
None
52.88K
Snowflake Inc.
SOLEShares368.33K
TypeSH
Market value$93.74M
2.14%
Sole
312.77K
Shared
0.00
None
55.56K
Alphabet Inc. Class A
SOLEShares223.20K
TypeSH
Market value$79.77M
1.82%
Sole
172.03K
Shared
0.00
None
51.17K
Quanta Services, Inc.
SOLEShares99.59K
TypeSH
Market value$71.71M
1.64%
Sole
74.27K
Shared
0.00
None
25.32K
Natera, Inc.
SOLEShares254.55K
TypeSH
Market value$69.10M
1.58%
Sole
195.33K
Shared
0.00
None
59.22K
Applied Materials, Inc.
OTRShares78.80K
TypeSH
Market value$56.97M
1.30%
Sole
78.80K
Shared
0.00
None
0.00
Toast, Inc.
SOLEShares1.99M
TypeSH
Market value$55.42M
1.27%
Sole
1.68M
Shared
0.00
None
309.13K
Taiwan Semiconductor Mfg Ltd
SOLEShares108.67K
TypeSH
Market value$51.90M
1.19%
Sole
98.29K
Shared
0.00
None
10.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorporationSOLE | COM | 1.81M | SH | $361.34M 8.25% | 1.63M | 0.00 | 180.15K |
Advanced Micro Devices, Inc.SOLE | COM | 411.58K | SH | $239.09M 5.46% | 349.87K | 0.00 | 61.72K |
Tesla, Inc.SOLE | COM | 534.12K | SH | $224.65M 5.13% | 456.28K | 0.00 | 77.84K |
Micron Technology, Inc.SOLE | COM | 173.97K | SH | $200.81M 4.59% | 173.97K | 0.00 | 0.00 |
Alphabet Inc. Class CSOLE | COM | 546.60K | SH | $193.13M 4.41% | 546.60K | 0.00 | 0.00 |
Axon Enterprise, Inc.SOLE | COM | 302.15K | SH | $169.39M 3.87% | 253.57K | 0.00 | 48.58K |
Amazon.com, Inc.SOLE | COM | 618.33K | SH | $147.37M 3.37% | 529.20K | 0.00 | 89.14K |
Apple Inc.SOLE | COM | 504.17K | SH | $145.89M 3.33% | 501.89K | 0.00 | 2.28K |
Shopify Inc.SOLE | COM | 1.18M | SH | $135.17M 3.09% | 1M | 0.00 | 180.41K |
Meta Platforms, Inc.SOLE | COM | 220.42K | SH | $124.16M 2.84% | 200.79K | 0.00 | 19.64K |
Broadcom Inc.SOLE | COM | 319.15K | SH | $120.56M 2.75% | 319.15K | 0.00 | 0.00 |
Microsoft CorporationSOLE | COM | 312.39K | SH | $116.53M 2.66% | 311K | 0.00 | 1.40K |
MercadoLibre, Inc.SOLE | COM | 67.37K | SH | $114.35M 2.61% | 55K | 0.00 | 12.37K |
Monolithic Power Systems, Inc.SOLE | COM | 78.60K | SH | $108.66M 2.48% | 67.77K | 0.00 | 10.83K |
Credo Technology Group HoldingSOLE | COM | 399.31K | SH | $108.59M 2.48% | 331.61K | 0.00 | 67.69K |
CrowdStrike Holdings, Inc.SOLE | COM | 139.10K | SH | $106.16M 2.42% | 120.53K | 0.00 | 18.57K |
Rocket Lab CorporationSOLE | COM | 1.01M | SH | $102.16M 2.33% | 803.77K | 0.00 | 201.24K |
Vertiv Holdings Co.SOLE | COM | 279.99K | SH | $93.75M 2.14% | 227.11K | 0.00 | 52.88K |
Snowflake Inc.SOLE | COM | 368.33K | SH | $93.74M 2.14% | 312.77K | 0.00 | 55.56K |
Alphabet Inc. Class ASOLE | COM | 223.20K | SH | $79.77M 1.82% | 172.03K | 0.00 | 51.17K |
Quanta Services, Inc.SOLE | COM | 99.59K | SH | $71.71M 1.64% | 74.27K | 0.00 | 25.32K |
Natera, Inc.SOLE | COM | 254.55K | SH | $69.10M 1.58% | 195.33K | 0.00 | 59.22K |
Applied Materials, Inc.OTR | COM | 78.80K | SH | $56.97M 1.30% | 78.80K | 0.00 | 0.00 |
Toast, Inc.SOLE | COM | 1.99M | SH | $55.42M 1.27% | 1.68M | 0.00 | 309.13K |
Taiwan Semiconductor Mfg LtdSOLE | COM | 108.67K | SH | $51.90M 1.19% | 98.29K | 0.00 | 10.38K |
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